Manage Visit Logs
This topic describes how to edit the check-in information for a visit log and delete visit logs.
Visit log status
There are 4 different statuses of visit logs.
- Invited: The visit schedule has not yet reached its start time and no one has checked in for this visit schedule.
- Arrived: The visitor or the internal users (inviter/host/receptionist) have checked in for the visit schedule.
- Late: The schedule has reached the start time and no one has checked in for this visit schedule.
- No-show: The schedule has passed the end time and no one has checked in for this visit schedule.
View and edit a visit's check-in information
- Log in to Yeastar Workplace management portal, and go to Visits > Visit Log.
- To the right of a desired visit log, click and select Check-in Questionnaire.
- In the pop-up dialog box, view the check-in information.
- If the status of this visit log is Invited or Late, you can click Edit to modify the questionnaire.
Delete visit logs
Procedure
- Log in to Yeastar Workplace management portal, and go to Visits > Visit Log.
- On the visit logs list, select the desired visit log(s), and click Delete.
- In the pop-up dialog box, confirm the visit log(s) to be deleted and click Delete.
Result
- Visits without associated meeting room schedules: The visit is deleted directly.
-
Visits with associated meeting room schedules:
- The visit is deleted directly.
- If the associated meeting room schedule has been checked in, the schedule is reserved. If not, the system will delete the schedule.
-
If the status of the deleted visit log is Invited or Late, an email about the cancellation is sent to the visitor.
Export visit logs
Requirement
Yeastar Workplace: Pro Plan
Procedure
- Log in to Yeastar Workplace management portal, and go to Visits > Visit Log.
- To export all the visit logs in the system, click Export in the top bar.
-
To export specific visit logs for a specific time range, do as followings:
-
Click beside Time in the list header, specify a time range then click Search.
- In the top bar, click Export.
Result
An XLSX file is saved to your computer.
Last update:
May 17, 2023
Created: September 20, 2022
Created: September 20, 2022